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Nonprofit · EIN 20-6317540

ROBERT AND BETH KOLAR CHARITABLE TR

Also known as MERSCH WILLIAM L CO-TTEE

Tax-exempt · AURORA, NE 68818

Financials

$131K$117K2023$200K$235K2024$275K$327K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT AND BETH KOLAR CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$274,616$326,582-$51,966$2,551,513$0$2,551,513
December 31, 2024990-PF$200,370$235,207-$34,837$2,603,479$0$2,603,479
December 31, 2023990-PF$131,100$117,256$13,844$2,638,316$0$2,638,316
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$51,067
Interest
$24,753
Net rental income
$143,906
Net gain from sales of assets
$21,156
Other income
$1,640

Expenses

Grants and similar amounts paid
$273,063
Compensation of officers, directors and key employees
$15,000
Salaries, compensation and benefits (total)
$1,500
Disbursements for charitable purposes
$273,063
Excise tax on investment income
$3,301

Balance sheet and other

Total assets, start of year
$2,603,479
Total assets, end of year
$2,551,513
Total liabilities, end of year
$0
Net assets, end of year
$2,551,513
Fair market value of assets
$5,373,855
Qualifying distributions
$273,063
Net investment income
$272,976

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM L MERSCH
PO BOX 228, AURORA, NE 68818
CO-TRUSTEE0$7,500
SCOTT D GRAFTON
PO BOX 228, AURORA, NE 68818
CO-TRUSTEE0$7,500
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
WILLIAM L MERSCH
PO BOX 228, AURORA, NE 68818
CO-TRUSTEE0$7,500
SCOTT D GRAFTON
PO BOX 228, AURORA, NE 68818
CO-TRUSTEE0$7,500
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
WILLIAM L MERSCH
PO BOX 228, AURORA, NE 68818
CO-TRUSTEE0$7,500
SCOTT D GRAFTON
PO BOX 228, AURORA, NE 68818
CO-TRUSTEE0$7,500

Address and contacts

Address (IRS master file)
PO BOX 228, AURORA, NE 68818-0228
Signed the 990-PF
WILLIAM L MERSCH, CO-TRUSTEE
Phone
(402) 694-3161
Return prepared by
DOHMAN AKERLUND & EDDY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-6317540
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P12)
Assets (IRS master file)
$2,551,513
Income (IRS master file)
$474,616

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$274,616$326,582$2,551,513IRS
990-PFDecember 2024$200,370$235,207$2,603,479XML
990-PFDecember 2023$131,100$117,256$2,638,316XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6317540).

Questions about ROBERT AND BETH KOLAR CHARITABLE TR

What is the EIN of ROBERT AND BETH KOLAR CHARITABLE TR?
The employer identification number (EIN) of ROBERT AND BETH KOLAR CHARITABLE TR is 20-6317540.
Is ROBERT AND BETH KOLAR CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to ROBERT AND BETH KOLAR CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT AND BETH KOLAR CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT AND BETH KOLAR CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT AND BETH KOLAR CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ROBERT AND BETH KOLAR CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $7,500 (WILLIAM L MERSCH, CO-TRUSTEE).
How much revenue does ROBERT AND BETH KOLAR CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $274,616, expenses of $326,582 and total assets of $2,551,513 at year end.

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